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Trust & Estate Administration
Think you are being respectful by appointing your family to serve as executor, trustee, or power of attorney? Think again. During life's most difficult moments, emotions often prevent obedience to your documented wishes. The worst of sibling rivalry may ensue when money is involved. You took the time to provide for your family so why not protect their love for each other and allow a licensed professional to serve? We will get to know your situation and understand its dynamics. We will not give up on you or "dump" the account. We are assigned to trust, uphold integrity, and promote longevity, no matter what the size or challege.
Business & Intellectual Property Management
When a trust includes business and intellectual property, you want a trustee experienced in commercial management and familiar with the inner workings of a mom and pop shop (sole-proprietorship), all the way up to a corporation. Such a trustee is familiar with the requirements of due diligence, corporate holdings, board meetings, trademark and copyright protection, and human capital to continue the success of the business. As a corporation ourselves, and prior sole-proprietors in other industries, we have the experience to operate just about any business to help continue its success during the term of the trust.
Property Management
Since 2009, we have been engaged as property managers for trust assets consisting of rental investment income units and serve as the landlord over each client's property. While normally a property management firm may be considered to handle such operations, most of the client's have had a few properties and not a vast apartment complex, which would be better suited for such a vendor. Our experience has increased in this business aspect, and we now manage nine (9) properties, which consist of seventeen (17) rental units total. Because certified property management firms charge upwards of 10% of both rental and deposit fees, our approach is preferred in court-managed accounts with fees being significantly lower than the industry 10%.
Estate or Trust Administration
A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts.
Conservator / Committee
The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.
Powers of Attorney
Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA) [1] Read more